Komori
T

THECOO Inc.

4255Information and Communications, Services and OthersMicro cap
3,260JPY-4.8%
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Price history
¥3,260Latest-41.9%
Drag across the chart to measure the move between two points.Delayed 15 minutes · monthly closing basis
Business overview

The Company operates two businesses: a fan business platform centered on Fanicon and its original digital marketing business. Fanicon is a platform where icons, who own fan communities, interact and co-create with fans, generating recurring revenue through a membership-based, fully paid model. The digital marketing business is securing repeat orders from existing customers through talent development and improved service quality, while expanding its customer base in Japan and overseas and optimizing profitability. The fan club market (SAM) is estimated at approximately ¥1.6 trillion, with the total addressable market (TAM) estimated at approximately ¥16.8 trillion. The internet advertising market is estimated at approximately ¥4.0459 trillion, and Japan’s influencer marketing market at approximately ¥115 billion. The combined TAM of the two businesses is estimated at approximately ¥16.8 trillion.

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Key numbersShowing 8 of 18
PER
25.66How many years of earnings it would take to buy the stock. The market average is generally considered to be around 15.
PBR
8.26How many times the company's net assets? Around 1x is generally considered a benchmark.
ROE
32.2%Earning power. A figure above 10% is generally considered good.
Dividend yield
0.0%The annual dividend as a percentage of the share price.
Market capitalization
¥6.9bnShare price × number of shares. The value of the entire company.
Equity ratio
20.7%The proportion of assets funded by money that does not have to be repaid.
Operating margin
10.9%The percentage of revenue remaining from the company’s core business.
Revenue growth (3 years)
14.2%The average annual growth in sales over the past three years.
What to watch next
Fanicon: lower churn and higher ARPU, including quantified progress from customer success initiatives, together with the maintenance or improvement of margins
Next quarterly to full-year earnings releaseImpact HighLikelihood Medium
Overseas markets, including South Korea: progress in icon acquisition and community expansion, including confirmation of returns on investment
Next quarter to fiscal yearImpact MediumLikelihood Medium
Profitability improvement measures: the sustainability of the cycle from optimizing profitability to raising project pricing and strengthening the earnings base, including earnings improvement in the digital marketing business
To be assessed over the quarters following the latest disclosureImpact MediumLikelihood Medium
Regulation and governance: continued operation of the compliance and risk management committee, and whether internal control risks re-emerge
Ongoing, based on references in earnings disclosures and notes related to audits and internal controlsImpact MediumLikelihood Low
What to watch next
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Who owns itTop holders total 57.3%
Listed holders 57.3%Everyone else 42.7%
株式会社ハイアンドドライ19.95%
Taira Masato (平良 真人)5.48%
YJ No. 2 Investment Partnership5.42%
NVCC8号投資事業有限責任組合4.25%
木原 直哉4.14%
桜田 光ノ丞4.13%
武井 哲也3.90%
HSアセットマネジメント株式会社3.39%
2 other listed holders6.61%
Who owns it
HolderOwnership (%)
株式会社ハイアンドドライ19.95
Taira Masato (平良 真人)5.48
YJ No. 2 Investment Partnership5.42
NVCC8号投資事業有限責任組合4.25
木原 直哉4.14
桜田 光ノ丞4.13
武井 哲也3.90
HSアセットマネジメント株式会社3.39
2 other listed holders6.61
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